Schwab U S Large Cap Growth ETF shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by White Lighthouse Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by White Lighthouse Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $327k | 3.9k | 82.96 |
2023-09-30 | $388k | 5.3k | 72.72 |
2023-06-30 | $413k | 5.5k | 74.95 |
2023-03-31 | $361k | 5.5k | 65.17 |
2022-12-31 | $285k | 5.1k | 55.56 |
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